Richard
Krug

Shore Point Advisors, LLC

CRD#2432709
Investment Advisor
in Brielle, NJ

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About this Advisor

Richard Krug is a financial advisor based in Brielle, New Jersey, working with Shore Point Advisors, LLC. Richard has previously held positions at Shore Point Advisors, LLC, Delta Capital Management, C&A Financial, and Atlantic Real Estate Brokers. Richard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Richard is part of Shore Point Advisors, LLC, which operates out of Brielle, New Jersey. The firm has 5 employees and manages assets totaling $212.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Shore Point Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

402 Higgins Ave
Brielle, NJ 08730

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Shore Point Advisors, LLC Brokerage Details

Total Assets Under Management

$212,706,941

NJ Average: $10,121,009,343
Total Number of Employees

5

NJ Average: 92
Total Number of Accounts

1,405

NJ Average: 6,978
Average Account Size

$151,393

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Richard Krug Work History

2019 - Present (5 years)

Shore Point Advisors, LLC

2019 - Present (5 years)

Atlantic Real Estate Brokers

2016 - 2019 (3 years)

C&A Financial

2010 - 2016 (6 years)

Delta Capital Management

Disclosures

Please visit the SEC profile of Richard Krug to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Shore Point Advisors, LLC

Thomas Scalabrini
Brielle, NJ
Ashlee Bobzin
Brielle, NJ
Jacob Rue
Brielle, NJ
Richard Krug
Brielle, NJ
Jason Lamb
Brielle, NJ
John Scalabrini
Brielle, NJ
Robert Pendergist
Brielle, NJ
James Fay
Brielle, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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